PAM
CXE

Panagora Asset Management’s MFS High Income Municipal Trust CXE Stock Holding History

Panagora Asset Management’s Portfolio CXE Stock Details CXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,093
Closed -$6K – 2484
2019
Q3 		$6K Buy
+1,093
New +$5.83K ﹤0.01% 2249

Other funds holding CXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Panagora Asset Management's CXE Position: Q4 2019 in Review

Panagora Asset Management sold out of MFS High Income Municipal Trust (CXE) in Q4 2019, closing a stake of 1,093 shares — an estimated $6K sold.

Panagora Asset Management first reported a position in CXE in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 29 funds tracked by Wall St. Rank hold CXE as of Q4 2019.

  • Panagora Asset Management reported no remaining MFS High Income Municipal Trust position as of Q4 2019 after selling out during the quarter.
  • Panagora Asset Management sold 1,093 MFS High Income Municipal Trust shares in Q4 2019, an estimated $6K.
  • Panagora Asset Management first reported a position in MFS High Income Municipal Trust in Q3 2019 and held it in 1 quarter.
  • Panagora Asset Management's MFS High Income Municipal Trust position peaked at $6K in Q3 2019.
  • 29 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2019.

Based on Panagora Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.